Jason Jolin Email and Phone Number
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Accomplished, results-driven professional with diverse finance and strategy experience. Proven expertise in diagnosing financial performance and performing competitive analysis. Adept at developing strategic plans and executive presentations. Proven ability to lead and execute highly visible enterprise wide projects. Excellent leadership skills with success managing multiple teams. Specialities:• Financial Reporting & Analysis• Forecasting & Budgeting• Financial Modeling• Competitive Analysis & Benchmarking• Strategic Planning• Executive Presentation Development • Mergers & Acquisitions (M&A)• Project Leadership• Valuation• Investor Relations• IPOPlease contact me at jjolin7@gmail.com
Navigant Credit Union
View- Website:
- navigantcu.org
- Employees:
- 309
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Evp And Chief Financial OfficerNavigant Credit UnionDouglas, Ma, Us
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Evp/Chief Financial OfficerNavigant Credit Union 2018 - PresentSmithfield, Rhode Island, Us
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Sr. Treasury AnalystBose Corporation 2017 - 2018Framingham, Massachusetts, Us -
Director, Corporate StrategyCit 2016 - 2017New York, Ny, Us -
Sr. Credit Analyst (Consultant)Bose Corporation 2016 - 2016Framingham, Massachusetts, Us
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Strategic Planning Director / SvpCitizens Bank 2014 - 2015Providence, Rhode Island, UsReported to Chief of Staff for Business Services, providing strategic support for Division (Operations, Technology, Property, Security, and Procurement). • Designed strategic roadmaps for business units, formalizing strategy and providing framework for measuring progress. • Coordinated strategic planning process for Division, producing completed document for Vice-Chairman. -
Director Of Investor Relations / SvpCitizens Bank 2014 - 2014Providence, Rhode Island, UsSupported Head of Investor Relations in IPO activities and assisted in development of department infrastructure• Served as key contributor to largest commercial bank initial public offering (IPO) in US history, coordinating development of S1 (prospectus) and diligence data room.• Assisted in producing 1st public quarterly earnings documents, providing financial update and corresponding context.
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Vp / Svp - Corporate Strategy & DevelopmentCitizens Bank 2004 - 2014Providence, Rhode Island, UsProvided expertise, analytical support and project leadership for corporate-wide M&A activity, peer reporting and strategic planning. Scope of responsibility expanded and culminated as SVP, Director of Corporate Strategy.• Served as Project Lead on four major divestitures, including Chicago branch franchise.• Developed corporate wide quarterly industry peer reporting for executive management, revealing financial performance insight and key drivers.• Coordinated development of strategic plan documents
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Senior Finance Director / VpCitizens Bank 2005 - 2006Providence, Rhode Island, UsServed as Finance Director for debit card and ATM business line. • Developed new reporting framework to track key drivers of revenue.
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FinanceCitizens Bank 1998 - 2004Providence, Rhode Island, UsFinancial Analysis and Reporting Manager (2001 – 2004)Business Support and Analysis Manager (2000 – 2001)Financial Analyst (1998 - 2000)Supported Consumer Finance Division in various capacities with increasing scope of responsibility and complexity. Focused on reporting, budgeting, forecasting, strategic planning, and ad hoc financial analysis. • Served as key contributor to developing financial infrastructure, including comprehensive balance sheet forecast models.• Participated in hiring and training finance team and managing daily activities related to professional development.• Developed lifetime product profitability models (HELOC), providing management with performance insight.• Created valuation pricing models for weekly loan purchases, augmenting organic portfolio.
Jason Jolin Skills
Jason Jolin Education Details
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Bryant UniversityMaster Of Business Administration (M.B.A.) -
Bryant UniversityComputer Information Systems
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Bryant UniversityAccounting
Frequently Asked Questions about Jason Jolin
What company does Jason Jolin work for?
Jason Jolin works for Navigant Credit Union
What is Jason Jolin's role at the current company?
Jason Jolin's current role is EVP and Chief Financial Officer.
What is Jason Jolin's email address?
Jason Jolin's email address is ja****@****ank.com
What is Jason Jolin's direct phone number?
Jason Jolin's direct phone number is +161573*****
What schools did Jason Jolin attend?
Jason Jolin attended Bryant University, Bryant University, Bryant University.
What skills is Jason Jolin known for?
Jason Jolin has skills like Mergers And Acquisitions, Financial Analysis, Banking, Due Diligence, Commercial Banking, Forecasting, Valuation, Commercial Lending, Retail Banking, Executive Management, Analysis, Strategic Planning.
Who are Jason Jolin's colleagues?
Jason Jolin's colleagues are Daniel O'brien, Abraham Narciso, Matthew Freelove, Lisa Iacono, Darlene Wood, Nicole Fackler, Matthew Sheehan.
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